See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $800,016 | $217,402+268.0% | $185,823+330.5% | $167,490+377.6% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 13.41% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,382 | $5,873-59.4% | $5,167-53.9% | $4,837-50.8% |
| Participant deferral / active EE | $5,402 | $6,356-15.0% | $5,568-3.0% | $6,341-14.8% |
| Admin fee / account holder | $28,938 | $19,811+46.1% | $16,237+78.2% | $12,309+135.1% |